​Oracle Corporation (NYSE:ORCL) is one of the Best SaaS Stocks to Buy Right Now. Wall Street has a mixed outlook on Oracle Corporation (NYSE:ORCL) since the release of its fiscal Q2 2026 results on December 10. The company posted mixed results during the quarter, and the stock has fallen more than 14.82% since the release. ​Recently, on December 12, Goldman Sachs analyst Kash Rangan lowered the firm’s price target on the stock from $320 to $220, and maintained a Hold rating on the stock. A day earlier, o ...

Core Viewpoint - Akamai Technologies Inc. demonstrates strong financial performance and market position, significantly outperforming competitors like Sprout Social in various financial metrics [1][2][6]. Financial Performance - Akamai has a net margin of 12.26%, return on equity of 14.16%, and return on assets of 6.33%, indicating robust profitability [2]. - The company reported gross revenue of $3.99 billion and a net income of $504.92 million, with earnings per share at $3.41 and a price/earnings ratio of 25.18 [3][6]. Valuation Metrics - Akamai's price-to-earnings ratio is approximately 24.89, reflecting investor confidence in its earnings potential [4]. - The price-to-sales ratio is about 3.01, and the enterprise value to sales ratio is around 4.05, indicating a strong market valuation [4]. Financial Stability - The company has a debt-to-equity ratio of about 1.11 and a current ratio of approximately 2.28, suggesting effective management of financial obligations and short-term liabilities [5][6].

Rackspace empowers midmarket businesses with AI-driven cloud transformation, secure multicloud operations, and FinOps excellence ISG Multi Public Cloud Services - Managed Services - Midmarket Rackspace Technology Named a Leader in Managed Services - Midmarket in 2025 ISG Provider Lens™ Multi Public Cloud Services Report SAN ANTONIO, Dec. 15, 2025 (GLOBE NEWSWIRE) -- Rackspace Technology® (NASDAQ: RXT), a leading end-to-end hybrid cloud and AI solutions company, today announced it has been positioned as a ...

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Analysts Are Watching Closely.  On December 11, Stifel analyst Brad Reback lowered the price target on the stock to $275.00 (from $350.00) while maintaining a “Buy” rating. The price target cut follows Oracle’s Q2 earnings report. The AI bellwether reported lower quarterly revenue than expected despite booming demand for its artificial intelligence infrastructure. Oracle reported earnings per share of $2.26, beating expectations of $1.64. Meanwhile, ...

Core Insights - Oracle's stock experienced its largest single-day decline in nearly a year, dropping 13.1% to approximately $193.80 after the company reported quarterly revenues that fell short of Wall Street expectations [1][2] Financial Performance - Oracle reported $16 billion in revenue for the latest quarter, which was below analyst estimates of $16.1 billion [2] - Software sales were reported at $5.8 billion, falling short of projections that exceeded $6 billion [2] - Cloud sales for the second quarter increased by 34% to $7.97 billion, surpassing estimates of $7.92 billion [2] - The company also reported capital spending of $12 billion in the quarter, significantly above the expected $8.3 billion [3] Executive and Market Position - Larry Ellison, Oracle's chairman, saw a reduction of $35.8 billion in his net worth, bringing it to an estimated $245.2 billion, making him the third-richest person in the world [4] - Ellison previously held the No. 2 position, now occupied by Larry Page, and ranks ahead of Jeff Bezos, Sergey Brin, and Mark Zuckerberg [4] - In September, Ellison's net worth approached $405 billion, making him the second person to exceed the $400 billion mark, although he trailed Elon Musk by approximately $31 billion at that time [4]

Core Insights - Cloudflare, Inc. (NYSE:NET) is recognized as a trending AI stock, with Citizens maintaining a "Market Outperform" rating and a price target of $270.00, highlighting its infrastructure advantage in the AI ecosystem through Google's data visibility [1][2]. Group 1: Company Overview - Cloudflare is a cloud services provider that supports AI workloads via its Workers AI platform, leveraging existing infrastructure for model training [3]. - The company has a built-in advantage due to its established infrastructure compared to newer competitors in the AI space [3]. Group 2: Competitive Landscape - Google has a significant data visibility edge, reportedly seeing 3.2 times more pages on the internet than OpenAI, 4.6 times more than Microsoft, and 4.8 times more than Anthropic or Meta, which enhances its competitive position in AI [2]. - The logarithmic scaling of data for AI model pre-training underscores the advantage that Google holds with its existing infrastructure over other AI model builders [2][3].

Oracle Corporation (NYSE:ORCL) is a Must-Watch AI Stock on Wall Street. On December 5, RBC Capital reiterated its “Sector Perform” rating on the stock with a $310.00 price target. The rating affirmation comes ahead of the company’s F2Q26 earnings report set to release on Wednesday, December 10th. In an investor note, the analyst acknowledged growing investor caution for the stock despite existing long-term AI and cloud tailwinds. The firm will be focusing on several areas in the upcoming earnings print. ...

Vision Capital Fund, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned +15.6% net, YTD, compared to +14.8% for the S&P 500 for the same period. Since its inception on October 1, 2024, the fund has returned a cumulative of +27.8% net, compared to +17.6% for the S&P 500. Additionally, you can check the fund’s top 5 holdings to determine its best picks for 2025. In its third-quarter 2025 investor letter, Vision Ca ...

Core Viewpoint IREN Limited has successfully closed its offering of convertible senior notes and repurchased certain existing convertible notes, raising significant capital for corporate purposes and debt management [1][3][11]. Convertible Notes Offering - IREN closed an offering of $1.15 billion aggregate principal amount of 0.25% convertible senior notes due 2032 and $1.15 billion aggregate principal amount of 1.00% convertible senior notes due 2033 [3][8]. - The offering was conducted as a private placement to qualified institutional buyers under Rule 144A of the Securities Act [3][15]. - Major financial institutions including Citigroup, Goldman Sachs, and J.P. Morgan acted as bookrunners for the offering [4][9]. Repurchase of Existing Convertible Notes - Concurrently, IREN repurchased approximately $227.7 million of existing 3.25% convertible senior notes due 2030 and approximately $316.6 million of existing 3.50% convertible senior notes due 2029, totaling an aggregate repurchase price of approximately $1,632.4 million [5][8]. - The repurchase was funded through a Concurrent Equity Offering, which involved the sale of approximately 39.7 million ordinary shares at $41.12 per share [7][11]. Use of Proceeds - The net proceeds from the Convertible Notes Offering are approximately $2,270 million, which will be used for capped call transactions, repurchasing existing convertible notes, and general corporate purposes [10][11]. - The cost of entering into capped call transactions is estimated at $201 million, with remaining proceeds of $2,068 million allocated for working capital [11]. Capped Call Transactions - IREN entered into capped call transactions to hedge against potential dilution from the conversion of the notes, with an initial cap price of $82.24 per share [12][13]. - These transactions are designed to reduce dilution upon conversion and offset potential cash payments exceeding the principal amount of converted notes [14]. Company Overview IREN is recognized as a leading AI Cloud Service Provider, specializing in large-scale GPU clusters for AI training and inference, supported by a robust portfolio of grid-connected land and data centers in renewable-rich regions across the U.S. and Canada [17].

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Analysts are Tracking Closely. On December 3, Wells Fargo initiated coverage of the stock with an “Overweight” rating and a $280 price target. Analysts at the firm view Oracle gaining major AI infrastructure share; supporting its long-term re-rating. According to analyst Michael Turrin, Oracle is early at an AI-driven reacceleration; indicating meaningful upside even as shares sit “42% off highs” and valued at an estimated 25x FY27 earnings. The comp ...